NPC
UDF

National Planning Corporation’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History

National Planning Corporation’s Portfolio UDF Stock Details UDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-15,955
Closed -$40K – 743
2016
Q3 		$40K Sell
15,955
-2,500
-14% -$6.27K ﹤0.01% 646
2016
Q2 		$0 Hold
18,455
– – ﹤0.01% 696
2016
Q1 		$0 Sell
18,455
-3,955
-18% -$35.2K ﹤0.01% 773
2015
Q4 		$159K Buy
22,410
+11,160
+99% +$179K 0.01% 665
2015
Q3 		$193K Hold
11,250
– – 0.02% 568
2015
Q2 		$202K Hold
11,250
– – 0.02% 580
2015
Q1 		$196K Sell
11,250
-1,550
-12% -$26.4K 0.02% 595
2014
Q4 		$220K Buy
12,800
+1,550
+14% +$29.8K 0.02% 632
2014
Q3 		$224K Buy
+11,250
New +$213K 0.02% 637

Other funds holding UDF

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

National Planning Corporation's UDF Position: Q4 2016 in Review

National Planning Corporation sold out of UNITED DEV FDG IV COM SHS OF BENE INT (TX) (UDF) in Q4 2016, closing a stake of 15,955 shares — an estimated $40K sold.

National Planning Corporation first reported a position in UDF in Q3 2014 and held it in 9 quarters. The position peaked at $224K in Q3 2014. 11 funds tracked by Wall St. Rank hold UDF as of Q4 2016.

  • National Planning Corporation reported no remaining UNITED DEV FDG IV COM SHS OF BENE INT (TX) position as of Q4 2016 after selling out during the quarter.
  • National Planning Corporation sold 15,955 UNITED DEV FDG IV COM SHS OF BENE INT (TX) shares in Q4 2016, an estimated $40K.
  • National Planning Corporation first reported a position in UNITED DEV FDG IV COM SHS OF BENE INT (TX) in Q3 2014 and held it in 9 quarters.
  • National Planning Corporation's UNITED DEV FDG IV COM SHS OF BENE INT (TX) position peaked at $224K in Q3 2014.
  • 11 funds tracked by Wall St. Rank held UNITED DEV FDG IV COM SHS OF BENE INT (TX) as of Q4 2016.

Based on National Planning Corporation's 13F filing for Q4 2016, filed 7 Feb 2017.